Bill
Spalding

Woodbury Financial Services, Inc

CRD#2041076
Investment Advisor
in Maumelle, AR

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About this Advisor

Bill Spalding is a financial advisor who works out of Maumelle, Arkansas, with a total of 27 years in the industry. Spalding works at Woodbury Financial Services, Inc. They have spent their complete time as a financial advisor at Woodbury Financial Services, Inc. Spalding maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas. Woodbury Financial Services, Inc is an advisory business headquartered in Maumelle, Arkansas. The company has offices in 834 locations and a total of 2,257 employees. It handles $12 billion in assets under management among its 58,629 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 139 charities and foundations. Of its 58,629 customer accounts, 16% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Woodbury Financial Services, Inc performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely depend on the type of services provided. However, fee types charged by Woodbury Financial Services, Inc most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Maumelle, AR

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

AR Average: $5,289,111,388
Total Number of Employees

2,257

AR Average: 157
Total Number of Accounts

58,629

AR Average: 8,262
Average Account Size

$198,109

AR Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bill Spalding Work History

Bill has 27 years of experience.

1993 - Present (28 years)

Fortis Investors, Inc

Disclosures

Bill Spalding has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Mark Boxman
Waynesville, NC
Shelley York
Greensboro, NC
Jose Gallego
Naperville, IL
George Miller
Minocqua, WI
Allen Doty
Bellevue, WA
David Thompson
Villa Rica, GA
Thomas Deppe
Mukwonago, WI
Cory Procter
Trophy Club, TX

This content was compiled from the SEC and FINRA.

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